+106.0%
LYV vs AR
+42.0%
+64.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.3% |
| 7D | -1.9% | -2.5% | +0.6% | -1.6% |
| 30D | -8.2% | +2.5% | -10.7% | -8.5% |
| 3M | -1.3% | +12.3% | -13.6% | -3.0% |
| 6M | +2.6% | -3.1% | +5.7% | +2.5% |
| YTD | +19.4% | +11.5% | +7.9% | +16.2% |
| 1Y | -2.2% | +17.0% | -19.3% | -6.1% |
| 3Y | +106.0% | +47.3% | +58.7% | +84.4% |
| All | +106.0% | +42.0% | +64.0% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling